P
MBB icon

&Partners’s iShares MBS ETF MBB Stock Holding History

&Partners’s Portfolio MBB Stock Details MBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.1M Buy
170,440
+20,448
+14% +$1.93M 0.07% 273
2026
Q1 		$14.2M Sell
149,992
-18,643
-11% -$1.78M 0.07% 260
2025
Q4 		$16.1M Buy
168,635
+17,983
+12% +$1.72M 0.08% 217
2025
Q3 		$14.4M Buy
150,652
+18,480
+14% +$1.74M 0.09% 209
2025
Q2 		$12.4M Buy
132,172
+75,171
+132% +$6.97M 0.1% 208
2025
Q1 		$5.33M Buy
57,001
+5,868
+11% +$543K 0.06% 283
2024
Q4 		$4.68M Buy
51,133
+8,567
+20% +$798K 0.06% 290
2024
Q3 		$4.15M Buy
42,566
+39,604
+1,337% +$3.74M 0.08% 233
2024
Q2 		$272K Buy
+2,962
New +$270K 0.01% 746
2024
Q1 		– Sell
-2,311
Closed -$217K – 504
2023
Q4 		$217K Buy
+2,311
New +$207K 0.05% 258

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

&Partners's MBB Position: Q2 2026 in Review

&Partners increased its iShares MBS ETF (MBB) stake by 14% in Q2 2026, buying an estimated $1.93M and bringing the position to 170,440 shares worth $16.1M. The position accounts for 0.07% of the portfolio, ranked #273.

&Partners first reported a position in MBB in Q4 2023 and has held it in 10 quarters since. 1,022 funds tracked by Wall St. Rank hold MBB as of Q2 2026.

  • &Partners held 170,440 shares of iShares MBS ETF worth $16.1M as of Q2 2026.
  • &Partners bought 20,448 iShares MBS ETF shares in Q2 2026, an estimated $1.93M.
  • iShares MBS ETF made up 0.07% of &Partners's portfolio in Q2 2026, its #273 holding.
  • &Partners first reported a position in iShares MBS ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,022 funds tracked by Wall St. Rank held iShares MBS ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.